How to change the default value on associate record popup view for document table selection

[nikithadorn]

How to change the default value on associate record popup view for document table selection from incident to task and also how to change the column filter operation from CONTAINS to IS? 

Path: On opening active interaction record in SOW and click on more actions (... on top right corner) and select 'Associate Record'.

[Vikram Reddy]

Hi @nikithadorn,

Assuming this is the out-of-the-box Associate Record action writing to interaction_related_record and not a custom widget someone built on top of it, since that's the standard path from the "..." menu on an interaction in Service Operations Workspace. A couple of things to check before you go editing anything:

• document_table field on interaction_related_record is a Table Name field type, so its default comes from the dictionary entry's Default Value, not a UI policy.
• tableChoicesScript attribute, if one is already attached to that dictionary entry, since that script controls both which tables show up and their order (this is a documented dictionary attribute, not something custom).
• Operator dropdown on the quick filter row (Contains, Is, etc.) is not exposed as a configurable default anywhere in Next Experience lists, it's hardcoded per field data type. I've seen ServiceNow architects confirm the same limitation on other workspace lists, so don't expect to find a setting for it.

References

• Associate a record with an interaction
• Dictionary attributes (includes tableChoicesScript)
• How to set Default Filter Operator for columns to 'contains'

Thank you,
Vikram Karety
Octigo Solutions INC

[nikithadorn]

Hi Vikram,

Thanks for responding to the post.

For default value on document table, I don't see any attributes which can make 'task' as default value in document table field. Are there any other options to implement 'task' as a default value rather than 'Incident'.

Thanks,

Nikitha